+7.8%
DOV vs VIG
+12.7%
-5.0%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.7% | -1.5% |
| 7D | -1.9% | -2.2% | +0.3% | +1.2% |
| 30D | -9.9% | -3.2% | -6.7% | -5.7% |
| 3M | -12.1% | +3.0% | -15.1% | -15.6% |
| 6M | -10.4% | +8.1% | -18.6% | -19.4% |
| YTD | -3.3% | +9.1% | -12.4% | -13.5% |
| 1Y | +7.8% | +12.6% | -4.8% | -7.5% |
| All | +7.8% | +12.7% | -5.0% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VIG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling